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Retirement Planning Resource Center

We've cataloged the useful resources below to help you navigate the only retirement that matters – yours.

Retirement Calculators

Saving for Retirement

Due to increasing life expectancies, many are concerned they may outlive their retirement savings. Use this calculator to help determine when your retirement savings account may be depleted given a specified monthly income target.

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Inflation & Retirement

  Over time, inflation can increase the cost of everyday expenses and affect how far your retirement income may go. Use this calculator to help estimate how much income you may need at retirement to help support your current lifestyle.

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Systematic Withdrawals

You have worked hard to accumulate your savings. Use this calculator to determine how long those funds may potentially last given regular withdrawals.

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Roth 401(k) vs. Traditional 401(k)

Your retirement income can vary widely depending on what type of account holds your savings and what assumptions are made about overall returns and tax rates during the accumulation and withdrawal periods. Use this calculator to help compare employee contributions to the new after-tax Roth 401(k) and the current tax-deductible 401(k).

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Retirement Video Library

Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.
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The Long Run: Women and Retirement

For women, retirement strategy is a long race. It’s helpful to know the route.
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Rightsizing for Retirement

What does your home really cost?
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Taking your Social Security benefits at the right time may help maximize your benefit.

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Are you ready for retirement? Here are five words you should consider.

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

How does your ideal retirement differ from reality, and what can we do to better align the two?

Women must be ready to spend, on average, more years in retirement than men.

Retirement Articles

Retirement Seen Through Your Eyes

Retirement Seen Through Your Eyes

What's your vision of retirement?
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Retirement Plan Choices for Small Businesses

Retirement Plan Choices for Small Businesses

Retirement choices can feel intimidating. Choosing the right strategy can make all the difference.
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Three Key Questions to Answer Before Taking Social Security

Three Key Questions to Answer Before Taking Social Security

When to start? Should I continue to work? How can I maximize my benefit?
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Retirement Income and the Traditional Portfolio

Retirement Income and the Traditional Portfolio

Experiencing negative returns early in retirement can potentially undermine the sustainability of your assets.
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Retirement Realities

Retirement Realities

Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky.
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Where Will Your Retirement Money Come From?

Where Will Your Retirement Money Come From?

Retirement income may come from a variety of sources. Here's an overview of the six main sources.
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Saving Early & Letting Time Work For You

Saving Early & Letting Time Work For You

The earlier you start pursuing financial goals, the better your outcome may be.
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Have a Retirement Question? Fill out this form to talk to a Financial Advisor today and get ready to “live long and prosper.”

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